Most conversations with clients have what business consultant Steve Billingham calls 'defining moments'. Being able to identify them, he says, is one of four key skills advisers must possess if they want to build genuine client trust...
How the industry distinguishes between 'advice' and 'guidance' is at odds with how the public perceives financial services, argues Personal Finance Society (PFS) chief executive Keith Richards.
The Personal Finance Society (PFS) has outlined a proposal for a flat fee model which would help regulated advisers deliver pensions advice to a larger audience, following the unexpected changes announced at Budget 2014.
Three things to remember about client reviews: they should be regular; they shouldn't only be about investment performance; and they can help create absolute confidence in clients' minds about what you do. Business consultant Steve Billingham explains more in this short video...
Developing a consistent, repeatable advice process that can be used for every client and yet make each feel special and unique is one of the keys to business success, as consultant Steve Billingham explains in this short video...
In the third video of this nine-part series, business consultant Steve Billingham explains the best way to find out what your clients really think about what you do for them...
In the second video of this exclusive nine-part series, business consultant Steve Billingham examines the disconnect between what advisers think clients want, and what clients really want...
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